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The Five Ws of Planned Giving

The Five Ws of Planned Giving

Who is involved in a

Planned Giving

program?

What is Planned Giving?

When should you start a

Planned Giving

program?

Where do Planned Giving

gifts come from?

Why should your organization

have a Planned Giving

Program?

Nonprofit: •  Leaders •  Directors •  Staff •  Donors • Members •  Volunteers &

Supporters

Who is involved in a

Planned Giving program?

WHO?

A gift given to a 501(c)(3) nonprofit by an individual: • Wills - Bequests •  Life Insurance •  Retirement Accounts •  Stocks / Annuities •  Real Estate

What is Planned Giving?

WHAT?

• Now •  Today •  Soon •  Immediately •  Yesterday

When should you start a Planned Giving program?

WHEN?

•  Regular donors •  Believers in your

mission & work •  Supporters who

would like to give a larger gift in the future.

WHERE?

Where do Planned Giving gifts come from?

•  Fund an endowment •  Additional fundraiser •  Sustain projects and

programs •  Build a foundation

for generations to come.

Why should your organization have a

Planned Giving Program?

WHY?

HOW?

Bonus: How to start a Planned Giving Program

•  Get information from a professional to set up a planned giving program.

•  Inform your board of directors, trustees, staff and other leaders about planned giving.

•  Have professionals conduct seminars about estate planning and invite your donors, members and supporters.

•  Market your program to donors, supporters, members and friends.

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The Five Ws of

Law Office of Aquanetta J. Betts, LLC 10451 Mill Run Circle, Suite 400 Owings Mills, MD 21117 (410) 701-0127 Website: www.abettslaw.com Blog: www.abettslawblog.com

The Five Ws of Planned Giving © Copyright 2016. All Rights Reserved. Aquanetta J. Betts, J.D. This information is for informational purposes only. No legal advice has been provided, and no attorney/client relationship has been formed until a Retainer Agreement has been signed. Law Office of Aquanetta J. Betts

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The Five Ws of